SuiteFiles Features
What are the features of SuiteFiles?
Collaboration
- Real-Time Communication
- Collaboration
- Tasks
- Version Control
Edit & Revise
- Document Editor
File Types
- Export
Communication
- Client Portals
- Automation
- Consolidation
Onboarding
- Templates
- New Client
Visibility
- File Organization
- Audit Trail
- Notifications
- Integrations
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SuiteFiles Categories on G2
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Platform
Custom Branding | Custom branding can be applied through signature process This feature was mentioned in 20 SuiteFiles reviews. | 77% (Based on 20 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 20 SuiteFiles reviews. | 86% (Based on 20 reviews) | |
Internationalization | Based on 15 SuiteFiles reviews. | 69% (Based on 15 reviews) | |
Performance and Reliability | 21 reviewers of SuiteFiles have provided feedback on this feature. | 79% (Based on 21 reviews) | |
Integration APIs | 16 reviewers of SuiteFiles have provided feedback on this feature. | 76% (Based on 16 reviews) | |
To which systems have you integrated this product | Not enough data | ||
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies | Not enough data | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage | Not enough data | |
System of Record Integration | Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint | Not enough data | |
APIs | Enables custom integration to external systems | Not enough data |
Signature Process
Document Signing | See feature definition | As reported in 21 SuiteFiles reviews. Allows signor to easily and intuitively sign documents | 87% (Based on 21 reviews) |
Reminders and Expirations | Reminds signors of documents that are waiting to be signed and document expiration dates 19 reviewers of SuiteFiles have provided feedback on this feature. | 80% (Based on 19 reviews) | |
Sign-In Process | As reported in 21 SuiteFiles reviews. Process of authenticating is secure and seemless | 87% (Based on 21 reviews) | |
Mobile Signatures | User can easy send and sign documents on mobile devices 18 reviewers of SuiteFiles have provided feedback on this feature. | 83% (Based on 18 reviews) | |
Signature Workflow | As reported in 18 SuiteFiles reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 86% (Based on 18 reviews) | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once This feature was mentioned in 18 SuiteFiles reviews. | 79% (Based on 18 reviews) | |
Reporting | Based on 15 SuiteFiles reviews. Provides standard reports and easy creation of custom reports to manage signature process | 72% (Based on 15 reviews) | |
Signature Document Creation | As reported in 19 SuiteFiles reviews. Easy to create signature blocks on all required electronic document types/formats | 85% (Based on 19 reviews) |
Security and Scalability
Regulatory Compliance | As reported in 19 SuiteFiles reviews. Meets required regulartory compliances | 76% (Based on 19 reviews) | |
Signature History and Audit | Tracks all document signing history to comply with required regulations 20 reviewers of SuiteFiles have provided feedback on this feature. | 86% (Based on 20 reviews) | |
Enterprise Scalability | As reported in 19 SuiteFiles reviews. Provides features to allow scaling for large organizations | 82% (Based on 19 reviews) |
File Management
Device Syncing | Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on | Not enough data | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device | Not enough data | |
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | Not enough data | |
Search | Can easily find files via a simple and/or advanced search | Not enough data | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC | Not enough data |
Collaboration
File following | Allows users to receive updates when files have been updated, added, deleted or moved. | Not enough data | |
File Sharing | Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. | Not enough data | |
Simultaneously Editing | Users can work simultaneously on files. | Not enough data | |
Change Tracking / Audit Logs | Provides an audit log of changes and enables users to revert to a specific version | Not enough data | |
Instant Messaging | Provides internal and/or external instant messaging capability. 11 reviewers of SuiteFiles have provided feedback on this feature. | 67% (Based on 11 reviews) | |
Project Management | As reported in 11 SuiteFiles reviews. Offer project management features like task creation and tracking within the application. | 68% (Based on 11 reviews) | |
Time Tracking | Based on 11 SuiteFiles reviews. Allows businesses to track time spent on projects within the application. | 58% (Based on 11 reviews) | |
Mobile Application | As reported in 13 SuiteFiles reviews. Provides a mobile application. | 53% (Based on 13 reviews) | |
Multi-User Collaboration | Allows multiple users to collaborate on a single document and see edits in real-time 23 reviewers of SuiteFiles have provided feedback on this feature. | 83% (Based on 23 reviews) | |
Real-Time Communication | Based on 23 SuiteFiles reviews. Allows users to communicate in real-time via chat and comments within the document | 80% (Based on 23 reviews) | |
Collaboration | Provide repository to collaborate on email, clients, jobs and tasks 29 reviewers of SuiteFiles have provided feedback on this feature. | 83% (Based on 29 reviews) | |
Tasks | Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 24 SuiteFiles reviews. | 69% (Based on 24 reviews) | |
Version Control | Provide real-time access of files with the most updated versions This feature was mentioned in 24 SuiteFiles reviews. | 67% (Based on 24 reviews) |
Administration
User and Role Management | Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. | Not enough data | |
Single Sign-On | On boarding and off boarding team members with Active Directory/SAML based identity providers | Not enough data | |
Policies and Controls | Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. | Not enough data | |
Device Management | Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. | Not enough data | |
Storage Limits | Administer storage limits by user or group | Not enough data | |
Storage Zones | Choose data center your files should be stored at | Not enough data | |
Security | Stores and transfers files in secure environment | Not enough data |
Content
Document Collaboration | As reported in 17 SuiteFiles reviews. Allows users to simultaneously collaborate on a document within the application. | 94% (Based on 17 reviews) | |
Versioning | Stores different versions of a document. This feature was mentioned in 14 SuiteFiles reviews. | 88% (Based on 14 reviews) | |
E-Signature | As reported in 19 SuiteFiles reviews. Allows users to provide an e-signature within the platform. | 89% (Based on 19 reviews) | |
File Request | As reported in 18 SuiteFiles reviews. Allows businesses to request files from clients. | 88% (Based on 18 reviews) | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. 16 reviewers of SuiteFiles have provided feedback on this feature. | 83% (Based on 16 reviews) |
Data Sources
Software | Integrate with software such as ERP or CRM to use data for document generation This feature was mentioned in 19 SuiteFiles reviews. | 87% (Based on 19 reviews) | |
Spreadsheets | Based on 19 SuiteFiles reviews. Allows users to generate documents using information from spreadsheets | 76% (Based on 19 reviews) | |
Documents | Ability to generate new documents using other documents in multiple formats This feature was mentioned in 21 SuiteFiles reviews. | 83% (Based on 21 reviews) |
Generation
Templates | Include templates for various types of documents such as invoices or quotes This feature was mentioned in 20 SuiteFiles reviews. | 82% (Based on 20 reviews) | |
Automation | As reported in 20 SuiteFiles reviews. Automate document generation based on customizable rules | 77% (Based on 20 reviews) | |
Branding | Allow users to personalize documents for branding purposes 18 reviewers of SuiteFiles have provided feedback on this feature. | 81% (Based on 18 reviews) |
Delivery
Workflow | Define and manage workflows for document distribution 17 reviewers of SuiteFiles have provided feedback on this feature. | 75% (Based on 17 reviews) | |
Schedule | Create a schedule to deliver documents at predefined times 15 reviewers of SuiteFiles have provided feedback on this feature. | 67% (Based on 15 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch 13 reviewers of SuiteFiles have provided feedback on this feature. | 65% (Based on 13 reviews) |
Integrate & Embed
Calendar | Integrates with calendars to link relevant documents for meetings or appointments 14 reviewers of SuiteFiles have provided feedback on this feature. | 61% (Based on 14 reviews) | |
Website | As reported in 16 SuiteFiles reviews. Embeds live documents into websites | 66% (Based on 16 reviews) | |
Applications | Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software 15 reviewers of SuiteFiles have provided feedback on this feature. | 63% (Based on 15 reviews) |
Edit & Revise
Revision History | Tracks changes made to documents and access all revision history 18 reviewers of SuiteFiles have provided feedback on this feature. | 74% (Based on 18 reviews) | |
Suggestion Mode | As reported in 14 SuiteFiles reviews. When reviewing documents, provides suggestions that can be accepted or rejected by the document owner | 64% (Based on 14 reviews) | |
Document Editor | Provides editing and proof-reading tools such as spell check and grammar check 24 reviewers of SuiteFiles have provided feedback on this feature. | 74% (Based on 24 reviews) |
File Types
Export | Based on 24 SuiteFiles reviews. Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format | 83% (Based on 24 reviews) | |
Import | Based on 23 SuiteFiles reviews. Imports documents in multiple file formats for editing | 86% (Based on 23 reviews) | |
Web Publishing | Transforms a document into a web page and publish to the internet 15 reviewers of SuiteFiles have provided feedback on this feature. | 61% (Based on 15 reviews) |
Design
Graphics | Based on 17 SuiteFiles reviews. Ability to insert graphics, including photos, charts, drawings, graphs, etc. | 62% (Based on 17 reviews) | |
Templates | Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. This feature was mentioned in 23 SuiteFiles reviews. | 78% (Based on 23 reviews) | |
Themes | As reported in 16 SuiteFiles reviews. Offer various color themes which can be applied to the document | 60% (Based on 16 reviews) |
Operating System
PC Operating System | Based on 20 SuiteFiles reviews. Supports Microsoft Windows operating system | 76% (Based on 20 reviews) | |
Mac Operating System | Supports macOS operating system 10 reviewers of SuiteFiles have provided feedback on this feature. | 60% (Based on 10 reviews) | |
Linux Operating System | Supports Linux operating system This feature was mentioned in 10 SuiteFiles reviews. | 55% (Based on 10 reviews) |
Communication
Client Portals | Based on 30 SuiteFiles reviews. Provide portals for customers to communicate with accountants | 73% (Based on 30 reviews) | |
Automation | Automate client requests and reminders 29 reviewers of SuiteFiles have provided feedback on this feature. | 78% (Based on 29 reviews) | |
Consolidation | As reported in 25 SuiteFiles reviews. Consolidate communication between accountants and clients | 73% (Based on 25 reviews) |
Onboarding
Templates | As reported in 34 SuiteFiles reviews. Standardize the onboarding process with templates | 78% (Based on 34 reviews) | |
Checklists | Assing tasks and checklists to new clients 22 reviewers of SuiteFiles have provided feedback on this feature. | 69% (Based on 22 reviews) | |
New Client | Based on 28 SuiteFiles reviews. Create new client in system once propsal is accepted | 80% (Based on 28 reviews) |
Visibility
Job Status | As reported in 20 SuiteFiles reviews. Know where every job stands, who’s working on what, and what’s being said to clients | 56% (Based on 20 reviews) | |
File Organization | Based on 35 SuiteFiles reviews. Share, save, and organize files | 82% (Based on 35 reviews) | |
Audit Trail | Provide a detailed audit trail This feature was mentioned in 28 SuiteFiles reviews. | 75% (Based on 28 reviews) | |
Notifications | Receive real-time notifications via email and/or IM about new assignments, updates, and due dates This feature was mentioned in 29 SuiteFiles reviews. | 73% (Based on 29 reviews) | |
Integrations | As reported in 33 SuiteFiles reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms | 80% (Based on 33 reviews) |
